When I moved from CA to CO, I had to take on the daunting task of replacing my kickbutt business…read moreaccountant and a bookkeeper that was not doing the greatest job. And let me tell you, the search for a new one in Colorado was not a fun process. Most of the firms I reached out to (1) never responded, (2) were fully booked, or (3) were far from professional. Tricia and her team were a breath of fresh air -- responding to my inquiry quickly, jumping on a call with me right away to learn more about my needs and whether they could meet them, and creating a custom proposal based on what kind of assistance I was looking for. I've been working with the team since Jan 2019 and they have been an absolute delight. My bookkeeping is done in a timely manner, books are done correctly (finally!) and my complicated taxes were not as stressful as they could have been thanks to O'Connor & Co. Most importantly, I have a team who has their eye on the big picture and helps me strategize ways to improve finances and save on taxes...something I appreciate as a business owner. As an added bonus, Tricia and her team have actually made the process fun, something I would have never put on my list of must-have criteria. If you're searching for a great team to handle your business' bookkeeping and taxes, look no further. O'Connor & Co will exceed your expectations and provide a breath of fresh air in a rather tired industry that often forgets about customer experience.

I've worked with Tricia since she was in her office space uptown about 10 years ago. Here's what I…read morecan say: 1. She knows her stuff. If you have a tricky tax problem, she can help you. I fancy myself "smart" from time to time, and more than once I've researched Tricia's recommendations to make sure I was getting good advice. I've always been happy. 2. Knowledge does not come cheap. If you're looking for some CPA to do some data entry at tax time (basically, following the prompts from some piece of software like the clowns at the mall kiosks), move along. Tricia is not for you. If you're a small business owner trying to navigate a business entity classification + a marriage + a home sale + some investment tax issues + an interstate move - and do all of this via phone and email while you're traveling on your extended honeymoon - this is who you want. 3. Speaking of the IRS, Tricia is ethical, but she works to minimize your bill. I've never felt uneasy with anything, but I've also never felt like we left money on the table. In years passed, I've done the 'tax kiosk' thing and missed deductions/credits. Never again. 4. She's fun. I enjoy talking to her. She's got great energy, and she's passionate about her job. I admire that, considering I'm about as passionate about tax time as I am about dental surgery. So, there you have it. Happy customer since 2008, and Tricia is the only person I call when I need tax advice/help. NOTE: I see someone else reviewed Tricia and said she was expensive, and here's my counter: Saving a couple hundred bucks doesn't appeal to me when a mistake can cost thousands.

I never had a bad experience with Andrea - the first couple of times she did my taxes pretty quick,…read morethen last year she did take awhile to do them because of personal reasons and I don't think she should be punished for that. She's human and she's good at her job. Sometimes, I ask her questions about tax related things throughout the year and she's always happy to answer them.

We hired Andrea to do our taxes this year, had a meeting with her, and sent her all of our…read moreinformation. After weeks of radio silence, we got an email from her at the end of March saying she'd run into an unexpected illness and that another woman would be completing our taxes. She did provide us with the contact information for the other firm. To date (yes, it is 4/14), we have not heard anything from either Andrea or the other person. We have left multiple voice messages and sent multiple emails. We'll be filling complaints with the IRS since we'll have to file extensions as well. While I'm empathetic to illness, this is demonstrative of a total failure in business planning and management of the situation as a whole has been worse than poor. Do not recommend.

Buyer Beware I…read morecannot recommend this accountant. I hired her for tax preparation. Although she functioned as a tax return preparer only, in the course of serving my annual needs she gratuitously recommended a retirement plan strategy which I adopted. Another provider set up the retirement plan and this is not the complaint. For every tax year after adoption the CPA was provided with the written account statement data related to retirement plan assets--the same data that would be required for tax return preparation. Notwithstanding, Mary Gallagher did not mention to me that another annual return of retirement plan information needed to be filed with the IRS (annual Form 5500-EZ). The delinquency of this return information led to an IRS penalty for failure to file the 5500-EZ on time. The primary issue with this CPA is the quality and consistency of her guidance--on the one hand, she provided the gratuitous tax advice dispensed here but, at the same time, she dropped the ball when it came to the necessary follow-up which is pointing out to her client the need to prepare and timely file the annual 5500-EZ, especially when all information necessary to the completion and filing of the 5500-EZ was supplied to her for regular income tax return preparation. This amounts to inconsistent care for her client. When I brought it to her attention and asked her to take responsibility for it, she refused and cited an engagement letter that excused her own culpability for failure to at least follow-up with me in connection with advice provided previously. After all, she is the one who recommended the retirement plan itself! If the advice to adopt the retirement plan was gratuitous then follow-up details about annual information return preparation and filing should have been supplied, as well. A reliable and competent CPA should provide accurate technical guidance. Unfortunately, that was not my experience with Mary Gallagher CPA, LLC. Business owners and individuals should look elsewhere for dependable and competent tax representation.

After my CPA stopped returning my calls, I asked Mary to prepare my taxes. I was grateful that she…read morelooked through the details of my small business expenses to make sure everything looked good and was on the up and up - a marked difference from what I was used to. Not only did she give me the confidence that my tax return was in proper order this year, she noticed some details that my old CPA missed the last year which translates to dollars missing in my pocket. Thank-you, Mary, for your attention to detail and inherent integrity.

I filed my 23' tax return with these people 10 months ago they charged me 178$ and I still have…read moreyet to get my return. they're running people around and now that it's been 10 months they won't even take my calls anymore. Stay away from these people and avoid doing any tax accounting with them at all costs!!!!!!!!!!

Lisa and her team are amazing Small business accountants! She is very personable and we feel so…read morelucky to have her as our accountant for our personal and our business's! We highly recommend!

TBS provided me with the least expensive quote and even assured me I would be charged said quote…read moreupon filing our taxes. Making an appt was a snap, and while I wasn't seen by the owner himself, I felt confident my taxes were completed correctly, quickly and efficiently- Shea did my taxes- thank you for your quick skills at filing and keeping my baby girl occupied- I'm appreciative of moving in and out of that appt as quickly as we did- thank you P/S- this has nothing to do with taxes, but! If you love homemade tortillas, go around the building to the other side, delicious tortillas made there :-)

Errol is the BEST! I can't say enough good things about my experience with Totality Business…read moreSolutions. They're professional, patient, and make tax season so much less stressful. I always feel confident that everything is handled correctly. Highly recommend!!

Lea Mason helped me out a great deal in completing my 1031 exchange when I needed some critical…read moreadvice. She also did the associated tax returns, and I got a refund that I didn't expect. She is also very community minded, and helped sponsor a hole for the DCHS golf team when my son went there. I recommend her CPA services.

We have used Townsley and Associates for several years. This has included Tax review and Tax…read morePreparations. This has been a very positive and informative experience. We are very satisfied with out experience with this firm. We highly recommend them.

Heartless individuals that work here. Only care about money, and they don't want to really help you…read morethe right way. If you don't bring them in more money they let people go because of that, or if you even question their work and just want to understand. They are supposed to be the experts in this field, and they don't even let you know if anything is wrong with your books. Everything is always now, now, now. Don't even get me started with their ridiculous website for sending documents to them. Just a horrible experience with this company. They don't like you to question anything. Would not recommend them at all to any business.

Darla Jean with Colorado Business CPA has been absolutely incredible wow! she was extremely…read moreknowledgeable about taxes, small business, sales tax, quickbooks. she was so generous, she zoom called me and walked me through the colorado.gov site and created me a user name, password and answered all my questions. she was so helpful and recommended me to the proper places and people for what I was looking for. I highly recommend her! best experience with a CPA ever honestly! Thank you thank you so much!!

Debbie worked with me for close to a year helping me get caught up on tax years I hadn't filed. She…read moreis nonjudgmental, patient and thorough. She also helped me find an excellent group of tax attorneys to represent and protect me from IRS actions. Highly recommended!

I have worked with Debbie and her team for several years now. Everyone at DNash is super…read moreprofessional, detailed and thorough. Debbie goes above and beyond. I have recommended their accounting and tax services to several of my friends and colleagues. I recommend them to you too!!!